xbrl

XBRL for Investment Management

The SEC will require you to file the risk return profile of each of your funds as an exhibit beginning in 2010. For this new submission, you'll have to add a new set of activities to your disclosure process: tagging, validating the tags through reviewing in an interactive viewer, and then submission.



Services for the way you work


We have been involved with the XBRL mutual fund effort at the SEC from the beginning, having participated in the creation of the Investment Company Institute's (ICI) Risk Return taxonomy. Once endorsed by the SEC as part of the voluntary program, Bowne was the first company to file XBRL risk return information on behalf of one of its clients, lending both our experience and expertise to ensure a successful submission.

With our experience and consultative approach, we can help you take advantage of our services to make XBRL an easy addition to your normal work flow

  • Select the service that works for you
  • XBRL output as part of our traditional composition services
  • Adopt FundAlign to control composition and XBRL output for all your documents
  • Rivet software and services for tagging in-house

Validate your filing with our XBRL viewer


Also, please participate in the voluntary program for the shareholder reports. The SEC needs participants and you can be part of the dialogue to make this work for you and send a powerful message to your investors and prospects. XBRL and the SEC's filing program provides you the opportunity to demonstrate not only your commitment to full disclosure and financial transparency for investors but also your leadership role in driving new technology initiatives and reporting efficiencies.